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Hi there, alliejack & trailways.
I can imagine the hurdle you've been through when trying to fix this concern about your bank connectivity and syncing your transactions in QuickBooks Online. Please know that this isn't the kind of impression that we'd like you to have.
I've also checked here on my end, and you're right that there's a new investigation where users are also experiencing the same issue. Please know that our team is aware of this matter and is currently implementing measures to fix it.
I do understand that you've already contacted our support. However, I recommend reaching out to our QuickBooks Online Support Team so they can add you to the list of affected users of the new investigation. You'll be notified via email once the issue is resolved.
Please bear with us as we work on this. Keep me posted if you have questions or concerns about managing your transactions in QuickBooks Online. I'll be around for you. Take care always!
I would do that but without a ticket number to give the QB rep for reference that is an incredibly long and arduous task. The rep will make you go through all the troubleshooting first before they will issue you a ticket. And anytime ive ever tried to be added to an investigation without a ticket # the QB rep says that they see no such problem reported on their end.
Hi @alliejack . Just seeing if youve had any luck with this yet. I just saw that you have a new ticket for the sync issue. Im going to try to be added to it now.
@trailways Nothing yet.
Good that I found this thread. I also experienced this issue with my USB accounts since 10/23/22, and I'm still facing issue as of today 12/3. I planned to call Cust. support on Monday.
do NOT call customer service on Monday - it is a complete waste of your time.
Eventually it might be fixed, but customer service wont be able to fix anything over the phone. This is a QB issue that they need to fix, but they have not yet.
Still waiting
Mine "connects" but doesn't really.
It logins, but no syncing of transactions or bringing them in.
I tried today and was able to sync all my USB accounts to QBO now as of 11:22pm CT 12/10/22.
I verified all transactions showed correctly in QBO. Hope it works for you guys as well.
@alliejack Still nothing on my end. I assume the same for you too. I'm frustrated and i only have 2 accounts with US bank to deal with. You have FOURTEEN. Of course this has to happen at year end.
@trailways No, this is still not working. @Carneil_C can you please give us an update to ticket INV-80140? This lack of sync could not be at a worse time.
@HungHuynh, @wahanner, @JABx3, @KRWW, @stc007 have any of you had any luck getting transactions to upload from USB to QB?
@HungHuynh I'm sorry. I missed this post. I wish I had your luck. I just tried again. No sync from USB to QBs.
No sync occurring.
i am having to upload the CSV file manually. I download monthly currently as a CSV file.
I have to make some adjustments to it. If it is a debit - I have to add a negative sign beforehand.
And in the date column I have to adjust it to the correct format.
this blows.
All - this is all over the place. Clicking update does nothing. I re-connected, entering my credentials again. Some of my QBO accounts uploaded some, not all, Nov transactions duplicating the manual upload I did at 11/30. Others didn't upload anything and none of them uploaded any Dec transactions. @Carneil_C please help!
Hi there, @wahanner and @alliejack.
Know that this is not the kind of service QuickBooks wants you to experience.
At the moment, the investigation of this case is still in progress. If you already contacted our support team, then they will be sending an email to you if there are any updates on the case investigation.
If you have further questions about managing transactions and uploading CSV files, don't hesitate to reply to this post. I'll be right here. Keep safe.
How is it that US Bank and QBO cannot figure this out already. We've been without an update since creating a support case on 11/16/2022. US Bank Singlepoint transactions will still not import. Neither US Bank or Quickbooks wants to own up to the issue.
It is ridiculous that two companies of this size would update something without properly verifying the implentation would not affect connections and continually fail to provide updates regarding the issue.
Perhaps Quickbooks should focus less on updating their QBO to include mass amounts of marketing for different services and acutlly provide updates the increase the functionality and usability.
The last update gives to the QBO interface gives you miles of menu options that are purley marketing tabs promoting add-on services while burying the menus you actually need at the bottom. Meanwhile the US Bank feed has broke so many times I've list count.
@wahanner I found a QBO file option in USB so you do not need to use a CSV file. It's only available under "previous day", previous day detail, format options, QBO. Choose that then choose "filter report". Filter to one account at a time, then Date range as needed. I do not use any of the other tabs but you can if needed. This file downloads to your downloads folder named pddetail.qbo. In QB do the same to upload a file and drag and drop this file to upload into QB without you having to make any edits to it first. Let us know if it works for you as well. If someone knows how to make the USB QBO file searchable, please do for anyone else using CSV. Maybe this will work #USBQBOFile. LOL I'm too old for this!
Still nothing loading on my end. And now i just tried to reconcile my accts and EVERY SINGLE TRANSACTION i marked as cleared magically uncleared itself. None of them show as cleared on the rec or in the register with the C that i marked one by one for the last month. Im going to lose it. My parent company uses microsoft dynamics and this might be the last straw for me. I really didnt want to learn new software but at this point with all the extra time ive had to spend trying to book around these issues i prob could have learned it by now. Sorry i just come here to vent. Its absolutely pointless to contact QB for any of this and im hoping theres alot of people that find this discussion. If youre reading this and also having these issues make a forum account and chime in. We need numbers to get anywhere i feel like.
@alliejack @TheatreOffJackson @Boise @wahanner
Mine just came through. Christmas miracle. Hope you all get yours working. As of right now it looks like its all being uploaded. Good luck everybody.
Thank you for the heads up. Mine are coming through if I click update. They didn't on their own. And some November are coming in so be mindful of duplicates.
Yes. We are having continued problems getting this to setup. Both QB and US BANK have something wrong. Both parties blame each other and we are sitting here wasting time trying to get things moving in the right direction. It's faster for us just to manually put the transactions in but it is 2022. This shouldn't be this complicated. Not a happy camper right now.
Any updates here? I am having this issue for the first time and ready to throw my computer off a cliff and never use intuit again.
Of all the banks I work with on a regular basis (20+), US Bank for credit cards is the absolute WORST. The only way I've found to get your data into QB (except manual entry, which of course is fine unless you have hundreds of transactions to deal with) is to export the transactions to a .qfx file, then use a converter app (several free available online) to get it into .qbo format. You have to change the account type to Other Liability (instead of CC) in the Chart of Accounts, and then you can import the .qbo file in the normal matter. Once you've added all transactions, you have to disable the 'bank feed' again in order to change the account back to a Credit Card type so it will show up in the proper place on the Balance Sheet.
We are delighted to see you in our Community space, @lex3. Thank you for reaching out to us. We understand that encountering runtime issues while managing your bank connectivity in QuickBooks Online (QBO) can be time-consuming.
We appreciate you choosing QuickBooks Online (QBO) to assist you in managing your business operations. We recognize the importance of efficiently utilizing the program without any difficulties. It would be helpful if you could provide us with more details about it. Like adding a screenshot of your concern, or have you encountered an error message when connecting your bank? It can help us get on the same page and provide accurate resolution.
In the meantime, let's troubleshoot the issue to isolate the problem. QuickBooks sometimes behaves unexpectedly due to browser-related issues. To start the process, please log into your account and attempt the activity again using a private window. The keyboard shortcuts for different browsers are as follows:
If it works, return to your regular browser and clear your browser's history to start afresh. We also suggest using a different supported browser because the QuickBooks version you're utilizing now may have a temporary malfunction.
For detailed information on connecting bank accounts, you can check out this article: Connect bank and credit card accounts to QuickBooks Online.
Lastly, the links below will give you further insights about categorizing and reconciling your bank transactions in QuickBooks Online:
Please be advised that if you need help connecting your bank account to QBO, please leave us a message as soon as possible. Our Community team is committed to providing you with reliable assistance. We hope you have a fantastic day!
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